NorthRock Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

NorthRock Partners’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,316	Closed	-$211K	–	726
2026 Q1	$211K	Buy	+9,316	New	+$214K	﹤0.01%	616
2025 Q3	–	Sell	-9,047	Closed	-$206K	–	908
2025 Q2	$206K	Buy	9,047 +6,521	+258%	+$145K	0.01%	641
2025 Q1	$56.7K	Buy	2,526 +23	+0.9%	+$511	﹤0.01%	672
2024 Q4	$55.3K	Buy	2,503 +2,437	+3,692%	+$54.8K	﹤0.01%	651
2024 Q3	$1.52K	Buy	66 +4	+6%	+$91	﹤0.01%	815
2024 Q2	$1.37K	Hold	62	–	–	﹤0.01%	796
2024 Q1	$1.38K	Hold	62	–	–	﹤0.01%	800
2023 Q4	$1.39K	Buy	+62	New	+$1.33K	﹤0.01%	739

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

VST

Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NorthRock Partners's SCHI Position: Q2 2026 in Review

NorthRock Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 9,316 shares — an estimated $211K sold.

NorthRock Partners first reported a position in SCHI in Q4 2023 and held it in 8 quarters. The position peaked at $211K in Q1 2026. 193 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

NorthRock Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
NorthRock Partners sold 9,316 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $211K.
NorthRock Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
NorthRock Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $211K in Q1 2026.
193 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.